Jonathan Reich 
Closing the books every month isn’t glamorous, but it’s one of the most important things a business can do. A clean close tells you where the money went, what’s working, and what isn’t. For management and finance leads, it’s the difference between making informed decisions or running your business into the ground. Over the years, … Read more
As a CPA who’s spent years DOWN IN THE WEEDS cleaning up financial records, I’ve seen firsthand how tech can make or break your business’s bookkeeping. Let me paint you a quick picture. It’s mid-2022 – Intuit is kicking tons of customers off their desktop version, so I am working to migrate about 6 clients … Read more
I’ve been doing this a long time. I’ve reconciled accounts manually when there were no better options, and I’m talking about accounts that get over 1500 transactions a month. It took HOURS. I’ve cleaned up messes left by “automated” systems that promised more than they delivered. And I’ve had those 10 p.m. moments where I … Read more
I’ve been a CPA for years, running my own firm and helping businesses of various sizes manage their financial operations. In that time, I’ve seen bill pay platforms evolve from clunky bank portals and manual checks to sophisticated, user-friendly digital solutions. Two platforms I regularly work with—and frequently recommend to my clients—are Melio and Airbase. … Read more
As a CPA, part of my job is helping clients choose the best financial tools for their businesses. Stampli, a popular payment processor, frequently comes up as a favorite among my clients because it’s strong on invoice capture, approvals, and team collaboration. But every platform has strengths and weaknesses, and finding the best fit for … Read more
Melio and Stampli are two payment processing platforms that have earned their stripes in the industry and offer compelling solutions. However, subtle distinctions might make one more suitable than the other, depending on the nature of your operations. My career as a CPA has meant I’ve learned—often the hard way—that choosing the right payment processing … Read more
As a CPA, I’ve spent the better part of my career untangling the complex web of payments, financial records, and international transactions for small to mid-sized businesses. If there’s one topic that consistently trips up business owners—regardless of industry—it’s the challenge of paying international vendors efficiently, securely, and affordably. Trust me, I’ve seen it all: … Read more
I’ve spent more late nights than I’d like to admit wrestling with bad imports, manual adjustments, and missing audit trails, and, therefore, I’ve learned to look at accounting software with a skeptical eye. While I care about slick dashboards and ease of use, I’ve also come to appreciate the tools that make my job easier: … Read more
Handling payments manually felt like a necessary evil at some point. But platforms like Melio and QuickBooks Online changed that. They made payments easier. They transformed how businesses managed cash. As a CPA who’s spent years drowning in invoices, ledgers, and every type of financial headache imaginable, I experienced these changes firsthand. So, let’s break … Read more
You know what I despise as a CPA and a small business owner? Spending an entire day working, then another half day buried in administrative tasks, only to check the mailbox and find a giant stack of bills and statements waiting for me. It just seems like more work! And something about it just doesn’t … Read more
For many small businesses and freelancers, Wave Accounting was once a top contender in the world of free accounting software. Its super intuitive interface and budget-friendly price tag made it a favorite for those looking to manage finances without investing heavily in software or the time it takes to learn it. However, with Wave’s gradual … Read more
In the ever-evolving world of accounting software, business owners, accountants, and financial controllers are constantly on the lookout for tools that not only meet compliance needs but also simplify workflows and save time while offering deeper insights. Two platforms that serve very different user bases but are increasingly part of the same conversation are Wave … Read more
What even is a digital bill payment service? Put simply, it’s a software that helps businesses pay bills, manage invoices, and keep accounts payable organized. Businesses, like people, have bills to pay, and bad things tend to happen when those bills are missed. The difference is that businesses usually have way, WAY more bills than … Read more
If you’ve spent any time in the online marketing sector, you’ll know the email warm up tools are specialized platforms designed to boost the reputation of new or inactive email accounts. These tools usually operate by gradually simulating real-life engagement with your content. This can include basic interactions like opening and responding to messages, as … Read more
Collecting payments online sounds simple until you’re the one trying to choose between a dozen platforms that all promise the same thing. Whether you run a retail shop, offer services, or sell entirely online, you need a payment system that works without creating more problems behind the scenes. Over the years, I’ve helped small business … Read more
Xero has long been a staple in the cloud-based accounting world. It’s sleek, easy to use, and loaded with features that cater to most businesses. But as with most things, it’s not one size fits all. If you’re here, you’re probably looking for alternatives, and let me help you with the headache – as a … Read more